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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.30 | 5.43 | 0.13 |
Shares | 94.61 | 96.90 | 2.29 |
Bonds | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.96 | 18.65 |
Price to Book | 2.72 | 3.06 |
Price to Sales | 1.73 | 2.27 |
Price to Cash Flow | 11.23 | 12.14 |
Dividend Yield | 1.57 | 2.05 |
5 Years Earnings Growth | 10.01 | 9.68 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.34 | 16.89 |
Technology | 20.89 | 24.38 |
Healthcare | 15.51 | 12.12 |
Industrials | 13.48 | 12.13 |
Consumer Cyclical | 12.69 | 10.39 |
Communication Services | 8.79 | 8.17 |
Energy | 3.50 | 3.34 |
Utilities | 3.34 | 2.54 |
Basic Materials | 0.45 | 3.94 |
Number of long holdings: 565
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 3.69 | 222.69 | -0.20% | |
Alphabet A | US02079K3059 | 3.14 | 201.42 | +2.49% | |
Microsoft | US5949181045 | 2.88 | 522.04 | +0.23% | |
JPMorgan | US46625H1005 | 2.80 | 288.76 | +0.63% | |
Meta Platforms | US30303M1027 | 2.53 | 769.30 | +0.98% | |
UnitedHealth | US91324P1021 | 1.98 | 250.89 | +2.54% | |
Alibaba | KYG017191142 | 1.88 | 116.30 | -2.43% | |
AstraZeneca | GB0009895292 | 1.87 | 10,922.0 | -0.26% | |
Insulet | US45784P1012 | 1.87 | 307.10 | +1.17% | |
Mastercard | US57636Q1040 | 1.85 | 574.32 | +2.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 12.61B | 6.19 | 13.26 | 12.56 | ||
Fidelity Index World Fund P Accumul | 12.61B | 6.28 | 13.45 | 12.75 | ||
Fidelity Index US Fund Class A Acc | 7.98B | 4.05 | 14.24 | 15.09 | ||
Fidelity Index US Fund P Accumulati | 7.98B | 4.18 | 14.50 | 15.36 | ||
Fidelity European Acc | 4.1B | 8.10 | 10.25 | 9.21 |
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